Research & Data
“Choosing individual stocks without any idea of what you’re looking for is like running through a dynamite factory with a burning match. You may live, but you’re still an idiot.”
― Joel Greenblatt
Welcome to our research portal. Register below (FREE) for access to proprietary FlowPoint content. View, comment on and hopefully benefit from the custom-built tools FlowPoint portfolio managers use in real-time to increase our situational awareness, manage risk, test theses, and generate investment ideas. We update these pages with fresh content weekly. You are of course free to browse now and register later, or, make it easy and register now once for all access. At the very least, check back regularly as we will provide weekly updates on much of the subject matter contained within almost every section. If you like what you see, we'd love to hear from you.
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Long-Short U.S. Equity Model Signals
Proprietary insights on trend, momentum, credit spreads, volatility measures and market breadth. Weekly commentary on the individual models and the overall picture they present for market risk and opportunity. Click Here To Read Latest Research
Our review of the quantitative “factors” upon which many investment models are built. We dive into which factors are performing and which are not. We track the most relevant: Dispersion, Dividends, Estimate Revisions, Growth, Leverage, Momentum, Quality, Sentiment, Share Buybacks, Short Interest, Size, Technicals, Value, and Volatility. Click Here To Read Latest Research
Proprietary analysis of the S&P 500’s Implied Correlation Index, which shows correlation between stocks in the market’s most widely followed index. Correlations are volatile, and help identify periods when active management, stock selection, and asset allocation (risk control) are paramount. Click Here To Read Latest Research
Which economic sectors are moving, by how much, and why. Includes our proprietary measures of relative strength and trend. Here we provide stock rankings and trade idea generation. Click Here To Read Latest Research
We analyze ETFs that represent asset classes, country stock markets including our trend and relative strength analysis. Here too we also provide rankings and idea generation. Click Here To Read Latest Research
Reviews and analyses of selected FlowPoint investment themes such as our Stay At Home Index, our Reopening Index, cybersecurity, financial technology and shorting the private prison operators.
The U.S. economy is a $19 trillion source of constant change, both secular and cyclical. Demographic, regulatory, technological, economic, social and political forces constantly unleash challenges (Short opportunities) and opportunities (Long positions).
FlowPoint invests in innovation and “creative destruction” in corporate trends, emphasizing winners and losers in security selection. Not every investment theme we research is represented in the portfolio at all times – fundamental economic trends don’t always coincide with stock market opportunity. Click Here To Read Latest Research
Market-neutral trading concepts that make use of creative destruction in our competitive economy or correlation convergence and divergence. For example: Long fintech/short banks. Click Here To Read Latest Research
A Few of Our Favorite Ratios
In this section we track the messaging from a few of our favorite ratios tracking asset allocation and style boxes. Click Here To Read Latest Research
“THE BUYBACK KINGS AREN’T WEARING ANY ROBES”
FlowPoint Research – FACTOR WATCH Summary The most effective factors in stock performance for U.S. stocks YTD are revenue growth, share price momentum and estimate revisions. “Value” measures have been the biggest detractors to performance, causing angst and (loud)...